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Name Holding Trade Value Shares
Change 		Change in
Stake
TVAMP
2301
Tennessee Valley Asset Management Partners
Tennessee
$264K +$243K +5,901 New
PF
2302
Phoenix Financial
Israel
$264K +$245K +5,950 New
TF
2303
TRH Financial
Iowa
$263K -$31.2K -760 -11%
SAM
2304
Summit Asset Management
Tennessee
$263K -$21.8K -530 -8%
AA
2305
Addison Advisors
Vermont
$263K +$242K +5,879 New
FA
2306
Financial Advisors
Massachusetts
$261K -$8.22K -200 -3%
FCIM
2307
Fairview Capital Investment Management
California
$261K – – –
TWM
2308
TriaGen Wealth Management
California
$261K +$240K +5,839 New
VCM
2309
Vigilant Capital Management
Maine
$260K -$148K -3,606 -38%
PPW
2310
Pasadena Private Wealth
California
$259K – – –
GWM
2311
Greenhouse Wealth Management
Connecticut
$259K +$238K +5,785 New
CPC
2312
Consolidated Planning Corp
Georgia
$258K -$1.69K -41 -0.7%
AWA
2313
Acorn Wealth Advisors
Michigan
$258K +$7.32K +178 +3%
OA
2314
Oxbow Advisors
Texas
$258K +$237K +5,763 New
EWF
2315
Epstein & White Financial
California
$257K -$19.2K -468 -7%
AC
2316
AlphaCore Capital
California
$257K – – –
EIA
2317
Edgemoor Investment Advisors
Maryland
$257K +$2.47K +60 +1%
CA
2318
Centerpoint Advisors
Massachusetts
$256K -$13.4K -325 -5%
NFC
2319
Northeast Financial Consultants
Connecticut
$256K – – –
CA
2320
Crumly & Associates
Illinois
$256K +$20.3K +495 +9%
HWMG
2321
Hurlow Wealth Management Group
Indiana
$255K -$106K -2,575 -31%
SA
2322
SRH Advisors
Kansas
$255K – – –
IC
2323
Inverness Counsel
New York
$254K – – –
LCC
2324
Lincoln Capital Corp
Rhode Island
$254K – – –
FNBSF
2325
First National Bank Sioux Falls
South Dakota
$254K +$17.3K +420 +8%
91 92
93
94 95